BIC tenant opens another office in Bournemouth

Continued growth in customer numbers has seen North East BIC based Wealth Manager CDC extend its reach to Bournemouth. The new venture will be headed by ex-Lloyds Private Banking adviser, Robert Wright who lives in Christchurch. CDC offers tailor-made financial solutions and carries the coveted ‘Chartered’ status making it one of the leading firms in the UK.

The team at CDC

The team at CDC

“CDC is committed to providing industry-leading financial solutions and expanding our offer to the South of England helps to cement our strategy of national coverage,” says Dr Andrew Mann, Director of Strategy at CDC. He continues:

“Provision of high quality financial advice is only one side of the story. CDC only works with advisers who are passionate about delivering impeccable service to customers and this perfectly mirrors Robert’s philosophy, meaning he was a natural choice for us.”

Robert said: “CDC’s model supports great service by limiting the number of customers each adviser looks after and this threshold is one of the lowest in the industry, meaning customers enjoy more one to one attention.”

With over 20 years’ experience in the financial services industry Robert had a number of options when it came to leaving Lloyds, but he explains why he chose CDC.

“Whilst Lloyds has a long heritage of providing financial advice, the sheer scale of the organisation meant responding to the fast-paced nature of change within the sector became difficult. Moreover the number of customers I had to look after meant I could see each one less often. On the other hand, CDC’s unique structure will enable me to offer a service my customers will be delighted with, at a price which is extremely competitive.”

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